Summary
Overview
Work History
Education
Skills
Websites
Languages
Driving License - Category
Notice Period
Timeline
Generic

SHIRAZ ISMAIL

Cape Town

Summary

A dynamic individual with comprehensive expertise spanning Private Banking, Business Banking, Account Management, Sales, Coaching and Credit Leadership. A results-oriented banking leader with extensive experience in Private and Business Banking, Account Management, Sales, Coaching, and Credit Leadership. I possess a proven track record of driving performance and enhancing client relationships. Eager to leverage my skills and insights to contribute effectively to your team and support your strategic goals.

Overview

16
16
years of professional experience

Work History

Relationship Manager

Access Bank
Cape Town
05.2025 - Current
  • Developed tailored financial solutions to meet diverse client needs.
  • Conducted regular reviews of client accounts to ensure compliance with policies.
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Collaborated with internal teams to streamline service delivery processes.
  • Resolved customer inquiries and issues promptly to maintain positive relations.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Provided expert financial advice to clients, enhancing their decision-making process.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Participated in networking events and industry conferences to attract new clients.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.
  • Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.

Relationship Banker

Nedbank Relationship Banking
06.2021 - 05.2024
  • Assessed and provided customised banking products that aligned with client objectives by leveraging an in-depth knowledge of their financial situation and preferences through effective relationship management.
  • Provide financial advice and recommend appropriate banking products
  • Develop and maintain relationships with new and existing clients
  • Meet sales targets for various banking products and services
  • Conduct client meetings to understand their financial needs and goals
  • Process loan applications and assist with credit decisions
  • Resolve customer complaints and address account-related issues
  • Collaborate with other departments to ensure smooth service delivery
  • Stay updated on banking regulations and industry trends
  • Perform account maintenance and update client information
  • Cross-sell additional banking products to existing customers

Relationship Manager

Nedbank Retail Relationship Banking
11.2010 - 06.2021
  • Oversaw a diverse portfolio of business clients
  • Focusing on maximising growth in assets
  • Liabilities
  • And both interest and non-interest income through tailored financial solutions
  • Develop and maintain strong relationships with key clients and stakeholders
  • Identify new business opportunities and cross-selling potential within existing client base
  • Conduct regular client meetings to understand needs and provide tailored solutions
  • Prepare and deliver presentations to clients on products, services, and market trends
  • Monitor and analyze client portfolios, providing recommendations for optimization
  • Collaborate with internal teams to ensure seamless client service delivery
  • Resolve client issues promptly and effectively to maintain high satisfaction levels
  • Stay updated on industry trends and competitor activities to provide informed advice
  • Meet or exceed revenue targets and performance goals consistently
  • Maintain accurate client records and documentation in CRM systems

Relationship Analyst

FNB Commercial Banking
06.2009 - 10.2010
  • Performed duties and responsibilities synonymous with the Relationship Manager role as detailed above.
  • Conduct comprehensive assessments of client relationships using analytical tools and methodologies
  • Develop strategic recommendations to improve relationship dynamics based on data-driven insights
  • Create detailed reports and presentations to communicate findings to clients and stakeholders
  • Collaborate with cross-functional teams to implement relationship enhancement strategies
  • Utilize CRM systems to track client interactions and relationship progress over time
  • Design and conduct surveys to gather qualitative and quantitative data on relationship satisfaction
  • Analyze trends and patterns in relationship data to identify areas for improvement
  • Provide one-on-one coaching to clients on effective communication and conflict resolution techniques
  • Facilitate group workshops and training sessions on building and maintaining healthy relationships
  • Stay updated on latest relationship research and incorporate findings into analysis methods

Education

Certificate - 120 Hour Advanced TEFL/TESOL Certificate

TEFL UNIVERSAL
03.2025 - 03.2025

BACHELOR OF COMMERCE - FINANCIAL MANAGEMENT

MANCOSA (Honoris United Universities)
01.2019

HIGHER NATIONAL CERTIFICATE -

Milpark Business School
Durban
01.2010

NATIONAL SENIOR CERTIFICATE / MATRIC -

Dundee High School
01.2004

Skills

  • Financial Analysis
  • Credit Management
  • Client Relationship Management
  • Portfolio Management
  • Risk Assessment
  • Liability Management
  • Account Management
  • Coaching
  • Sales

Languages

  • English
  • Afrikaans

Driving License - Category

Code 08

Notice Period

  • 30 Days

Timeline

Relationship Manager

Access Bank
05.2025 - Current

Certificate - 120 Hour Advanced TEFL/TESOL Certificate

TEFL UNIVERSAL
03.2025 - 03.2025

Relationship Banker

Nedbank Relationship Banking
06.2021 - 05.2024

Relationship Manager

Nedbank Retail Relationship Banking
11.2010 - 06.2021

Relationship Analyst

FNB Commercial Banking
06.2009 - 10.2010

BACHELOR OF COMMERCE - FINANCIAL MANAGEMENT

MANCOSA (Honoris United Universities)

HIGHER NATIONAL CERTIFICATE -

Milpark Business School

NATIONAL SENIOR CERTIFICATE / MATRIC -

Dundee High School

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SHIRAZ ISMAIL